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Caldwell Sutter Capital’s Bank of Montreal BMO Stock Holding History

Caldwell Sutter Capital’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.1K Sell
442
-70
-14% -$11K 0.03% 342
2026
Q1 		$69.3K Sell
512
-24
-4% -$3.33K 0.03% 343
2025
Q4 		$69.6K Sell
536
-95
-15% -$12K 0.03% 319
2025
Q3 		$82.2K Sell
631
-104
-14% -$12.3K 0.04% 305
2025
Q2 		$81.3K Buy
735
+4
+0.5% +$403 0.04% 300
2025
Q1 		$69.8K Sell
731
-148
-17% -$14.6K 0.03% 316
2024
Q4 		$85.3K Buy
879
+27
+3% +$2.55K 0.04% 292
2024
Q3 		$76.8K Sell
852
-7
-0.8% -$597 0.04% 307
2024
Q2 		$72K Sell
859
-330
-28% -$30K 0.04% 307
2024
Q1 		$116K Buy
1,189
+35
+3% +$3.3K 0.06% 259
2023
Q4 		$114K Buy
1,154
+11
+1% +$918 0.06% 255
2023
Q3 		$96.4K Sell
1,143
-7
-0.6% -$615 0.05% 259
2023
Q2 		$104K Buy
1,150
+466
+68% +$41.2K 0.05% 246
2023
Q1 		$61K Buy
+684
New +$64.9K 0.04% 229

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Caldwell Sutter Capital's BMO Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Bank of Montreal (BMO) stake by 14% in Q2 2026, selling an estimated $11K and leaving 442 shares worth $78.1K. The position accounts for 0.03% of the portfolio, ranked #342.

Caldwell Sutter Capital first reported a position in BMO in Q1 2023 and has held it in 14 quarters since. The position peaked at $116K in Q1 2024. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Caldwell Sutter Capital held 442 shares of Bank of Montreal worth $78.1K as of Q2 2026.
  • Caldwell Sutter Capital sold 70 Bank of Montreal shares in Q2 2026, an estimated $11K.
  • Bank of Montreal made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #342 holding.
  • Caldwell Sutter Capital first reported a position in Bank of Montreal in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Bank of Montreal position peaked at $116K in Q1 2024.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.